> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reddy.io/llms.txt
> Use this file to discover all available pages before exploring further.

# User Access Management

> Configure user roles, permissions, and access controls in Reddy

Reddy uses role-based access control with three roles: Admin, Manager, and Agent. This guide covers initial setup and ongoing management.

> [!NOTE]
>
> User management requires regular maintenance for role changes, product assignments, manager reassignments, and user deactivations.

## User Roles

Reddy provides three custom roles with specific permissions. Agent is the default role for new employees.

| Permission | Admin | Manager | Agent |
| - | - | - | - |
| **User Management** | | | |
| Add/archive employees | ✓ | | |
| Modify user roles | ✓ | | |
| View all company employees | ✓ | Direct reports only | Self only |
| **Product & Training Configuration** | | | |
| Create/edit products and training content | ✓ | View only | View only |
| Configure QA scorecards | ✓ | View only | |
| Upload knowledge base content | ✓ | For assigned products | |
| **Assignments & Access** | | | |
| Assign products | ✓ | For direct reports | |
| Assign courses | ✓ | For direct reports | |
| Assign managers to employees | ✓ | | |
| Complete training simulations | ✓ | ✓ | ✓ |
| **Analytics & Reporting** | | | |
| View Data & Insights | ✓ | For direct reports | Self only |
| Export data | ✓ | ✓ | |
| **System Configuration** | | | |
| Bulk operations | ✓ | | |
| Company settings | ✓ | | |
| Save default filter presets | ✓ | ✓ | |

> **Admin**
>
> **Full Access:** Add/edit users, configure products/QA, view all organizational data
>
> **Best Use:** IT staff, senior management requiring unrestricted access

> **Manager**
>
> **Secure Access:** View only assigned product and agent data
>
> **Best Use:** Team leads, department managers overseeing specific teams
>
> > [!NOTE]
> >
> > Managers see only data for agents and products assigned to them.

> **Agent (Default)**
>
> **Limited Access:** Access assigned products, complete training
>
> **Best Use:** Frontline agents handling customer interactions

## Initial Setup

User setup involves three key activities handled in the **Employees** tab:

1. **Add employees** via Excel upload
2. **Assign products, courses, and managers** as separate steps: products for line-of-business access, courses for training paths, managers for reporting
3. **Update roles** from default Agent to Manager or Admin as needed

> [!NOTE]
>
> All users are created as Agents by default. Managers must be assigned to products and have direct reports to view team data.

[Complete setup guide →](https://docs.reddy.io/manual/team-management/adding-employees.md)

## Frequently Asked Questions

> **Why can't a user log in?**
>
> Login is handled by your SSO provider, so this is usually an IT fix. Confirm the user's email in the Employees tab matches their SSO email exactly, then have IT follow [SSO troubleshooting](https://docs.reddy.io/onboarding/IT-Operations/workos-admin-tool.md#troubleshooting-with-the-admin-portal).

> **Why can't a manager see agent data?**
>
> Incorrect reporting structure or product assignments.
>
> * Verify agent reports to manager
>
> * Confirm manager is assigned to agent's products
>
> > [!NOTE]
> >
> > After updating a profile, refresh your browser to see the changes.

> **Why can't an agent access products?**
>
> Products not assigned to the agent.
>
> * Check product assignments in Employees tab

> **Why can't an agent access courses?**
>
> Courses not assigned to the agent.
>
> * Check course assignments in Employees tab
> * Verify courses are live (not draft mode)
> * For product-specific courses, assign the product first so the course appears as an option, then assign the course itself. Product access alone does not enroll agents in training.

> **Why can't I modify QA items or products?**
>
> Only Admins can modify QA items and products. Managers have view-only access by design.
>
> Request an Admin to make the changes.

## Related Resources

> **[Adding New Employees](https://docs.reddy.io/manual/team-management/adding-employees.md)**
>
> Add employees individually or in bulk

> **[Updating Existing Users](https://docs.reddy.io/manual/team-management/assigning_products_and_managers.md)**
>
> Change roles, products, courses, and managers

> **[Archive Users](https://docs.reddy.io/manual/team-management/deactivating-users.md)**
>
> Remove user access when employees leave


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